2019 Organizer for 2020 Clients

Forum|Forum|5 years ago
February 19, 2021
3 replies
20 views

I am not able to get a fillable blank pdf organizer from Lacerte 2019.

When I do Tools > Blank Organizer > Print > Ok > File (PDF) it will not save.

I have a scanned PDF but it is not editable.

Can someone provide a link to the blank organizer file?

Please do not link me to another article or thread. I have searched through many of them.

Thank you very much for your help!

Lacerte Tax

This topic has been closed for replies.

Best answer by George4Tacks

https://digitalasset.intuit.com/DOCUMENT/A13uneA6m/TY2020condensedblankOrganizer.pdf

https://digitalasset.intuit.com/DOCUMENT/A2sBBhkXq/TY20ExtendedBlankOrganizer.pdf

abctax55

Level 15

There is no such critter in Lacerte, unless you consider the E-organizer.

HumanKind... Be Both

George4Tacks

Level 15

You can purchase this product https://www.pdfautomationstation.com/products/item22.cfm

Answers are easy. Questions are hard!

L

Lsebcpa

Level 2

I've tried that. The documentation seemed to consist of a YouTube video. I couldn't get the **bleep** thing to work. The person who publishes the software wanted to remote into my system to solve the problem, but I wasn't about to expose my client data to a third party. He then offered to troubleshoot by phone, which I declined. This was supposed to save me time, but it had the opposite effect. If I was willing to invest the time with him to troubleshoot, the program probably would have worked. But who buys software just to spend time on the phone with support?